Unclaimed
Lindsey Fournerat is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lindsey has been in the industry since November 20, 2008 and has experience working with a variety of clients, including individuals, businesses, and institutions. Lindsey has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
03/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
08/17/2011 - 03/04/2021
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
LA
06/01/2009 - 08/23/2011
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
LA
11/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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